JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 54,850,518 $2.78B 0.16% +10,129,865 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 38,222,195 $1.93B 1.03% -349,357 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 27,969,204 $1.41B 0.07% +43,664 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 27,320,238 $1.38B 0.81% -211,850 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 26,966,940 $1.36B 0.37% +2,533,165 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 26,083,419 $1.32B 2.54% +1,169,660 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 23,024,104 $1.16B -1,817,721 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 21,371,891 $1.08B 0.05% +1,052,382 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 15,843,041 $801M 0.71% +1,678,352 13F-HR Timeline Group TIAA group of 4 filers holding More: the full row for TIAA 15,291,935 $773M +775,601 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 14,838,724 $751M 0.13% +464,987 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 14,811,340 $749M 0.09% +211,579 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 13,964,302 $706M 0.05% +1,313,927 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,479,867 $581M 0.72% +647,491 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,675,389 $540M 0.22% +1,794,956 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,444,670 $528M 0.12% +806,620 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,174,048 $363M 0.08% -49,174 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 7,061,952 $357M 0.6% +131,923 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 6,394,230 $323M 4.25% +77,516 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,922,369 $300M +485,614 Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 5,266,018 $266M +820,906 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 5,086,542 $257M +139,357 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,779,573 $242M 0.25% +512,423 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,537,521 $230M 0.32% +54,932 13F-HR/A Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,476,441 $226M 2.17% +225,571 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,415,366 $223M 0.27% +13,515 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,272,813 $216M 5.34% +38,860 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,756,633 $190M 0.03% +445,473 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,591,532 $182M 0.2% +98,920 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,570,951 $181M 3.43% +105,896 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,427,973 $173M 0.04% +229,841 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,290,574 $165M 0.49% +1,674,893 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,754,583 $139M 0.09% +2,718,566 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,708,884 $137M 0.13% +86,623 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,590,804 $131M 1.88% -48,184 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,571,318 $130M 0.63% +1,297,654 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,474,937 $125M 0.36% +107,463 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 2,454,801 $124M 3.87% +940 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,403,494 $122M 0.06% -59,372 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,289,562 $116M 0.98% +136,007 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,240,261 $113M 0.13% +631,755 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,167,958 $109M 2.99% +580,171 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 2,105,092 $106M 0.02% +300,198 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,073,127 $105M 0.52% +226,758 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,951,599 $98.7M 0.96% +55,466 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,899,011 $96.1M +119,783 Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,891,755 $95.7M 3.01% +344,674 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,829,597 $92.5M 0.87% -100,768 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,826,588 $92.4M 0.35% +526,744 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,776,200 $89.8M 0.12% +1,333,800 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,732,100 $87.6M 0.12% +24,304 13F-HR Timeline Group Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,663,916 $84.2M 5.13% +94,253 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,653,614 $83.6M 0.07% +98,437 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,664,709 $82.3M 0.14% +372,753 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,614,405 $81.7M 8.82% +895,872 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,594,643 $80.7M 0.95% +229,033 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,414,356 $71.5M 0.33% +52,889 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,372,365 $69.4M 0.88% +57,608 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,371,433 $69.4M 9.14% -57,085 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,306,794 $66.1M 0.85% -13,063 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,273,913 $64.4M 0.06% +122,308 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 1,267,176 $64.1M 13.55% +914,808 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,194,965 $60.4M 16.6% +22,763 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,185,924 $60M +1,059 Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,153,407 $58.3M 2.24% +107,786 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,110,601 $56.2M 8.53% +15,756 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,057,630 $53.5M 0.25% +68,128 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,042,071 $52.7M 0.46% +49,494 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,007,730 $51M 0.1% +183,573 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 966,651 $48.9M 0.15% +71,025 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 962,019 $48.7M 0.88% -11,245 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 950,473 $48.1M 9.7% -6,538 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 942,001 $47.6M 6.08% -158,756 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 931,751 $47.1M 2.52% +18,511 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 926,398 $46.9M 0.14% +129,690 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 905,827 $45.8M 2.05% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 878,929 $44.5M 4.75% +127,695 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 875,617 $44.3M 2.77% -18,582 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 873,883 $44.2M 1.17% -11,804 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 867,367 $43.9M 5.89% -897 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 867,210 $43.9M 0.19% -2,191 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 859,684 $43.5M 0.08% +17,112 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 858,958 $43.4M 0.3% +350,104 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 854,509 $43.2M 3.87% +83,592 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 840,472 $42.5M 10.16% -55,768 13F-HR/A Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 837,585 $42.4M 0.84% +103,641 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 845,847 $42.2M 1.17% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 831,195 $42M 0.05% -34,838 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 823,707 $41.7M 2.08% +12,503 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 800,354 $40.5M 1.12% +94,644 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 789,092 $39.9M 1.27% -12,556 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 775,081 $39.2M <0.01% +142,362 13F-HR Timeline Group Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 770,612 $39M 18.9% +49,553 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 745,522 $37.7M 0.66% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 737,502 $37.3M 4.15% +107,965 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 732,688 $37.1M 0.05% -45,133 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 704,661 $35.6M 1.01% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 704,588 $35.6M 0.95% +51,897 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 703,574 $35.6M 3.41% -202 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 697,759 $35.3M 1.22% -9,804 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 694,370 $35.1M 0.22% +139,527 13F-HR/A Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 694,212 $35.1M 0.52% -20,902 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 681,741 $34.5M 0.44% +40,131 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 681,861 $34.5M 3.01% -13,495 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 673,531 $34.1M 0.4% +205 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 661,660 $33.5M 0.18% -14,076 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 654,348 $33.1M 7.56% +9,308 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 647,609 $32.8M 1.66% -55,644 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 647,007 $32.7M 5.02% +289,700 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 633,143 $32M 0.32% +71,466 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 609,989 $30.9M 0.33% -15,738 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 595,998 $30.1M 1.44% -106,050 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 578,375 $29.3M 2.41% +14,271 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 555,444 $28.1M 2.36% +26,357 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 551,562 $27.7M 6.44% +11,007 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 544,427 $27.5M 0.65% +57,131 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 543,493 $27.5M 3.04% +51,241 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 541,385 $27.4M 1.3% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 536,744 $27.1M 0.16% -116,905 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 526,057 $26.6M 0.4% -83,798 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 520,223 $26.3M 0.02% +153,950 13F-HR Timeline Group REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 519,938 $26.3M 7.09% +14,388 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 515,317 $26.1M 0.3% +148,923 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 512,991 $25.9M 2.02% +47,105 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 507,133 $25.6M 0.03% +63,093 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 504,194 $25.4M 0.36% +26,249 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 496,870 $25.1M 5.52% +67,246 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 492,631 $24.9M 6.47% +53,052 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 488,279 $24.7M 0.04% +151,529 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 474,158 $24M 0.2% +192,903 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 467,800 $23.7M 0.01% +66,100 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 464,971 $23.5M 0.43% -72,092 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 462,478 $23.4M 0.9% +17,337 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 452,148 $22.9M 0.03% -1,297 13F-HR Timeline Group ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 447,264 $22.6M 11.82% +9,238 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 435,897 $22M 1.33% +10,044 13F-HR Timeline CX Institutional More: the full row for CX Institutional 428,558 $21.7M 0.63% -161,091 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 425,588 $21.5M 0.03% +13,100 13F-HR Timeline Group MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 425,059 $21.5M 3.89% +16,649 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 422,772 $21.4M 0.33% -977 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 414,814 $21M 0.03% +50,017 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 411,742 $20.8M 0.85% +20,355 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 402,523 $20.4M 0.96% +38,053 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 398,785 $20.2M 0.01% +838 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 382,404 $19.3M 0.08% +113,010 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 380,104 $19.2M 0.03% +1,261 13F-HR Timeline Group Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 372,164 $18.8M 3.69% +25,148 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 370,653 $18.7M 0.1% +23,679 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 364,065 $18.4M 0.04% +36,617 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 354,852 $17.9M 0.47% +43,088 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 350,427 $17.7M 2.35% +20,296 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 338,279 $17.1M 0.13% +47,775 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 335,119 $17M 0.34% -14,539 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 330,407 $16.7M 1.17% +137 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 329,034 $16.6M 0.81% 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 329,001 $16.6M 2.93% +11,575 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 327,500 $16.6M 0.02% +40,000 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 325,726 $16.4M 0.86% +12,161 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 325,018 $16.2M 2.96% +36,098 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 318,638 $16.1M 2.54% +48,609 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 316,350 $16M 1.26% +4,405 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 317,901 $16M 5% -7,136 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 315,544 $16M 1.13% +48,006 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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